Mark David Howell

Kimberly Mamaril is a CFP® professional with six years of industry experience, currently serving as an advisor at Illumination Wealth Management. Her prior roles include positions at T. Rowe Price, CIC Wealth, Kestra Advisory Services, and Las Olas Capital Advisors. She also holds an operational leadership role as COO at 7RCC Global, focusing on financial product development and business operations. Illumination Wealth Management is a registered investment adviser that serves individuals, trusts, corporations, and retirement plans with comprehensive Financial Life Management, combining financial planning and investment management. The firm employs client-specific investment policy statements and strategic asset allocation models, emphasizing long-term allocation and offering additional services such as pension consulting and employee education.

Charles Brown is a financial advisor with Momentum Independent Network Inc. He holds Series 63 and Series 65 licenses and has 51 years of industry experience. Brown has been with Momentum Independent Network since 1996. Momentum Independent Network serves individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients through advisory and brokerage relationships. The firm offers investment advisory programs, managed accounts, financial planning, retirement plan consulting, and brokerage, execution, clearing, and custody services, utilizing a platform model with third-party managers and integration with Hilltop affiliates.

Dean Wolpert is a financial advisor with intrua Financial, holding a Series 63 designation and over 40 years of industry experience. He has been with LPL Financial since 2010. Intrua Financial offers investment advisory and portfolio management, comprehensive financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, foundations, small businesses, and plan sponsors. The firm employs a combination of fundamental analysis, modern portfolio theory, and technical and cyclical analysis to create customized asset allocations and investment policy statements, managing approximately $1.76 billion in client assets as of December 2024.

Paula Smith is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. She has been with Principal Securities Inc. since 2003 and also maintains a longstanding role with Principal Life Insurance Company dating back to 1995. Outside her advisory work, she is the owner of a farm in New Ulm, TX, managed by her husband. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various arrangements.

Mark Meservey is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior work includes 14 years at LPL Financial and 25 years at State Bank. He is the owner of Meservey Financial Group, LLC, which supports his securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of advisors and their clients by providing advisory programs, wealth management, and retirement plan consulting, along with operational, technological, and compliance support. The firm offers a range of discretionary and customized investment solutions, including model portfolios managed by its Investment Management and Research team.

Joseph Prendiville is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and possessing one year of industry experience. His prior work includes roles at J.P. Morgan Securities, The Vanguard Group, and Flanagan Financial Group/MassMutual Life Insurance Company, as well as experience as a self-employed advisor. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and maintaining a large national network of financial advisors and branch offices.